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Dimensional Ultrashort Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFG Advisory
Georgia
$144K +$144K +2,830 New
EWA
177
EverSource Wealth Advisors
Alabama
$138K -$74.3K -1,464 -35%
WTA
178
Washington Trust Advisors
Massachusetts
$121K +$8.88K +175 +8%
GWM
179
Grand Wealth Management
Michigan
$103K -$31K -611 -23%
LWMI
180
Legacy Wealth Management (Idaho)
Idaho
$91.9K
ASN
181
Advisory Services Network
Georgia
$65.8K +$65.9K +1,298 New
DF
182
DecisionPoint Financial
Arizona
$55.3K +$55.4K +1,091 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$50.7K
SFCL
184
Strengthening Families & Communities LLC
Massachusetts
$43K -$14.6K -288 -25%
LG
185
LAM Group
Oregon
$42.1K +$42.1K +830 New
IA
186
IFP Advisors
Florida
$28.4K +$1.93K +38 +7%
CAL
187
Capital Analysts LLC
Pennsylvania
$15K +$152 +3 +1%
HI
188
Harbour Investments
Wisconsin
$12.7K +$12.7K +250 New
NA
189
NewEdge Advisors
Louisiana
$5.93K +$5.94K +117 New
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$5.09K -$19.6K -387 -79%
SN
191
Sittner & Nelson
Oregon
$3.4K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$2.64K
PS
193
Pinney & Scofield
Massachusetts
$2.24K
JP Morgan Chase
194
JP Morgan Chase
New York
$1.34K +$1.32K +26 New
RG
195
RHL Group
Michigan
$1.23K
Wells Fargo
196
Wells Fargo
California
$49 -$393K -7,750 -100%
JAWA
197
John A. Wolfe & Associates
Michigan
-$7.17M -141,511 Closed
Goldman Sachs
198
Goldman Sachs
New York
-$2.38M -46,988 Closed
LWM
199
LJI Wealth Management
Indiana
-$950K -18,763 Closed
DAS
200
Diversify Advisory Services
Utah
-$309K -6,092 Closed